---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40171610.md"
description: "Under the tariff policy, the logic within the clean energy sector has diverged: First Solar rose nearly 4%, as its thin-film photovoltaic manufacturing is based in the U.S., giving it an advantage under the tariffs; this narrative is very smooth. FuelCell Energy rose over 3%, with solid oxide fuel cells following a wave from Bloom Energy; the clean energy narrative for data centers still has momentum. Plug Power fell 0.3%, almost flat; the green hydrogen line requires too much capital expenditure, and the market lacks confidence in its profitability timeline😔"
datetime: "2026-04-24T10:57:08.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40171610.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40171610.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40171610.md)
author: "[显化资产九位数](https://longbridge.com/en/profiles/27121772.md)"
---

# Under the tariff policy, the logic within the clea…


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